Before you can tag a subscriber, you need to set it up in Settings.
Go to Settings → Tags
Adding new tags
A window will open
Give the tag a name and assign it to a group
You can now add this tag in Conversations, Contacts or Journeys!
Tags vs. Custom Properties: Collecting Customer Data
Both tags and custom properties are powerful tools for collecting data about your customers. Understanding the ideal use case for each will help you implement them effectively.
When to Use Tags
If your primary goal is to segment an audience, tags are the recommended tool. Tags make it significantly easier and quicker to create and manage customer segments for targeted campaigns and communication.
When to Use Custom Properties
Custom properties are ideal for saving unique, specific data points about a customer. Use them when you need to generate detailed reports or sync information with external systems, such as a CRM.
Using Tags and Custom Properties Together
For the most robust data strategy, we recommend using both tags and custom properties in your workflows. This combined approach allows you to leverage the easy segmentation of tags while capturing the detailed, unique information that custom properties provide, leading to more powerful and efficient customer management.
How to create a custom property: check here.
Removing tags from all contacts
You can bulk delete your tag in Settings.
Deleting a tag via Settings will remove it from all contacts. If you need the same tag again, it won’t be assigned to the original contacts anymore.
To delete a tag from all contacts:
Click on the tag you want to delete, select the X
The tag is deleted
Removing tags from individual contacts
You can remove tags from contacts individually.
Remove manually under Contacts by searching for them and select the X to remove the tag
With the Manage tags node in a Journeys’ flow